---
title: "About the customer ledger document processing flow"
description: "Typically, a customer ledger document goes through the following states during its life cycle:"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-the-customer-ledger-document-processing-flow/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/llms.txt


# About the customer ledger document processing flow

Last modified February 19, 2026

> Typically, a customer ledger document goes through the following states during its life cycle:


## 1. Recorded

Documents that have been entered but not released.
Recorded documents do not
affect the balances of customers and general ledger accounts.
Recorded documents may be
processed further or may be just deleted from the system.

## 2. Released

Documents that have been released but not closed.
Released documents affect the
balances of customers and general ledger accounts, and require further processing.
Released
documents cannot simply be deleted from the system.
Their effect on balances may be
reversed.

## 3. Closed

Documents that have been released and closed.
Closed documents had affected balances
of customers and general ledger accounts when they were closed.
Closed documents do not require
further processing and cannot be deleted from the system.
Their effect on balances may be
reversed.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/process-customer-ledger-documents-overview/index.md">Process customer ledger documents - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-invoices/process-invoices-overview/index.md">Process invoices - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/processing-payments-and-applications-overview/index.md">Processing payments and applications - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-types-of-customer-ledger-documents/index.md">About types of customer ledger documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-changing-the-processing-of-customer-ledger-documents/index.md">About changing the processing of customer ledger documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-tracking-customer-ledger-documents/index.md">About tracking customer ledger documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-customer-ledger-ageing-reports/index.md">About customer ledger ageing reports</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-schedules-for-recurring-documents/index.md">About schedules for recurring documents</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/enter-a-cash-sale/index.md">Enter a cash sale</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/track-customer-prepayments/index.md">Track customer prepayments</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-payments/view-invoices-paid-with-a-specific-payment-document/index.md">View invoices paid with a specific payment document</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/schedule-recurring-documents/index.md">Schedule recurring documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/generate-recurring-documents/index.md">Generate recurring documents</a></li>
</ul>


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